See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,808 | $45,073+10.5% | $69,455-28.3% | $72,985-31.8% |
| Participation rate | 44.6% | 68.5%-23.9pp | 74.6%-30.0pp | 69.5%-24.9pp |
| Annual return | 5.84% | 22.65%-16.8pp | 28.97%-23.1pp | 81.00%-75.2pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,099 | $2,602-57.8% | $3,535-68.9% | $3,607-69.5% |
| Admin fee / account holder | $5,357 | $3,056+75.3% | $3,839+39.5% | $5,124+4.5% |